Position in WPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$891,246
+$84,768 QoQ
Shares Held
12,465
+5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#371
of 892 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Merit Financial Group, LLC holds $2,894,646 across 3 REIT - Diversified names. WPC ranks #2 (30.8% of the industry book) .
All Filings in WPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,246 | 12,465 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $806,478 | 11,867 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $793,878 | 12,335 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $831,042 | 12,299 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $466,477 | 7,478 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $396,835 | 6,288 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $225,962 | 3,627 | Shares | Sole | 2024-10-17 | |
| 2022-12-31 | $1,377,940 | 17,632 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,230,573 | 17,630 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,460,655 | 17,628 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||